April 26, 2021 – HoyleCohen is pleased to be ranked #11 in San Diego Business Journal’s Top 41 Wealth Management Firms for 2020.
We are always pleased and honored to be considered in San Diego’s top Wealth Management Firms. We love what we do and are passionate about helping create life plans for clients who want long-term financial security and peace of mind that comes from our trusted relationship. This year CEO, Mark Delfino, and Senior Director of Advisory Services, Jeremy Kovacevich, contributed to the feature Special Report “Shaking Up the Status Quo”. We also honored our new Principals, Steve Taddie, Rachel Luken, Vanessa Wieliczko, Jeremy Kovacevich, and Heather England.
To view the full list and special edition click here.
This ranking is based on assets under management for the year 2020 and identifies number of local portfolio managers per firm, services provided, and other firm related information.
DISCLOSURE: The information for the ranking was compiled by HoyleCohen and may or may not be verified by the San Diego Business Journal. The award should not be viewed as representative of any one client’s experience and should not be taken as an indication of performance by HoyleCohen and any of its clients. Neither HoyleCohen nor any of its employees were required to be a member of an organization to be eligible to receive this award. HoyleCohen did not pay a fee to apply for this award. However, the firm does purchase goods or services from the publisher of the award, such as subscriptions to the publication.
